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Axiomite
Resolver II
Resolver II

Financial Year Hierarchy

Hi there, 

Trying to create a visual with a Financial Year Hierarchy. 

I can create a Financial Year Hierarchy Table. However, I need to join/relationship them else the measure for volume does not work. 

Will I need to create a similar measure looking at the Financial Year Hierarchy Table linked to the fact table or ?

Main reason is to see the Qtr currently showing Qtr1 for Jan and Feb where it should be Qtr4. The Financial year starts in March thus Qtr1 should show March, April...
Screenshot.jpg

 

 

 

 

 

 

 

Please let my know if anyone can assist.
Kind Regards

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Axiomite , Create a date table and create your own custom hierarchy

 

Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...
https://medium.com/chandakamit/cheat-sheet-calendar-of-any-standard-month-just-one-variable-apart-5e...
https://amitchandak.medium.com/cheat-sheet-power-query-financial-year-calendar-5ceaacb520f1

 

Custom Hierarchy

https://stoneridgesoftware.com/creating-hierarchies-in-power-bi/
https://www.youtube.com/watch?v=x6vXVJZ_eTY

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1 REPLY 1
amitchandak
Super User
Super User

@Axiomite , Create a date table and create your own custom hierarchy

 

Creating Financial Calendar - From Any Month
https://community.powerbi.com/t5/Community-Blog/Creating-Financial-Calendar-Decoding-Date-and-Calend...
https://medium.com/chandakamit/cheat-sheet-calendar-of-any-standard-month-just-one-variable-apart-5e...
https://amitchandak.medium.com/cheat-sheet-power-query-financial-year-calendar-5ceaacb520f1

 

Custom Hierarchy

https://stoneridgesoftware.com/creating-hierarchies-in-power-bi/
https://www.youtube.com/watch?v=x6vXVJZ_eTY

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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